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证券记录

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名称等待档案录入

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
60被追踪持有人
+6Δ持有人
8.77M持有股份
$497.62M报告持仓市值
+9新建仓位
−3清仓
Stable 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +11.1% · 股份流向 -15.1% · 净新建仓位 +10.0%公式
持股分散化 — 持有人增多,合计持仓比例缩小

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2026

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
Q2 2026 60 +6 8.77M $497.62M +9 −3
Q1 2026 55 +8 10.35M $669.29M +9 −1
Q4 2025 47 -4 7.92M $375.17M −4
Q3 2025 10 +2 2.88M $136.68M +2
Q2 2025 5 -1 84.15K $3.81M −1
Q1 2025 4 +2 60.77K $3.00M +2
Q4 2024 2 +1 27.44K $1.25M +1
Q3 2024 1 0 46.59K $2.16M
Q2 2024 1 78.74K $3.78M
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 Morgan Stanley 1.78M -1.5% $100.51M 0.0% ▼ Trim 4 SEC ↗
2 Morgan Stanley 1.78M -1.5% $100.51M 0.0% ▼ Trim 4 SEC ↗
3 Morgan Stanley 1.78M -1.5% $100.51M 0.0% ▼ Trim 4 SEC ↗
4 Morgan Stanley 1.78M -1.5% $100.51M 0.0% ▼ Trim 4 SEC ↗
5 Bank Of America Corp /De/ 1.05M -31.2% $59.42M 0.0% ▼ Trim 3 SEC ↗
6 Bank Of America Corp /De/ 1.05M -31.2% $59.42M 0.0% ▼ Trim 3 SEC ↗
7 Bank Of America Corp /De/ 1.05M -31.2% $59.42M 0.0% ▼ Trim 3 SEC ↗
8 Wells Fargo & Company/Mn 895.70K -7.7% $50.69M 0.0% ▼ Trim 3 SEC ↗
9 Wells Fargo & Company/Mn 895.70K -7.7% $50.69M 0.0% ▼ Trim 3 SEC ↗
10 Goldman Sachs Group 735.68K +1.8% $41.63M 0.0% ▲ Add 4 SEC ↗
11 LPL Financial LLC 671.03K +7.2% $37.97M 0.0% ▲ Add 3 SEC ↗
12 UBS Group AG 594.59K -3.0% $33.65M 0.0% ▼ Trim 3 SEC ↗
13 UBS Group AG 594.59K -3.0% $33.65M 0.0% ▼ Trim 3 SEC ↗
14 Royal Bank Of Canada 325.43K -16.0% $18.42M 0.0% ▼ Trim 3 SEC ↗
15 Royal Bank Of Canada 325.43K -16.0% $18.42M 0.0% ▼ Trim 3 SEC ↗
16 Royal Bank Of Canada 325.43K -16.0% $18.42M 0.0% ▼ Trim 3 SEC ↗
17 Royal Bank Of Canada 325.43K -16.0% $18.42M 0.0% ▼ Trim 3 SEC ↗
18 Ameriprise Financial Inc 311.73K +2.5% $17.64M 0.0% ▲ Add 3 SEC ↗
19 Ameriprise Financial Inc 311.73K +2.5% $17.64M 0.0% ▲ Add 3 SEC ↗
20 Marshall Wace 178.82K +12.6% $10.12M 0.0% ▲ Add 2 SEC ↗
21 Marshall Wace 178.82K +12.6% $10.12M 0.0% ▲ Add 2 SEC ↗
22 Cetera Investment Advisers 172.52K +67.9% $9.76M 0.0% ▲ Add 3 SEC ↗
23 Raymond James Financial Inc 161.36K -7.9% $9.13M 0.0% ▼ Trim 3 SEC ↗
24 Raymond James Financial Inc 161.36K -7.9% $9.13M 0.0% ▼ Trim 3 SEC ↗
25 Raymond James Financial Inc 161.36K -7.9% $9.13M 0.0% ▼ Trim 3 SEC ↗
26 Osaic Holdings, Inc. 138.93K +16.6% $7.87M 0.0% ▲ Add 3 SEC ↗
27 Osaic Holdings, Inc. 138.93K +16.6% $7.87M 0.0% ▲ Add 3 SEC ↗
28 Osaic Holdings, Inc. 138.93K +16.6% $7.87M 0.0% ▲ Add 3 SEC ↗
29 Osaic Holdings, Inc. 138.93K +16.6% $7.87M 0.0% ▲ Add 3 SEC ↗
30 Allianz Asset Management GmbH 118.65K 0.0% $7.68M 0.0% Held 2 SEC ↗
31 HighTower Advisors, LLC 133.59K +136.2% $7.56M 0.0% ▲ Add 3 SEC ↗
32 Mariner, LLC 133.37K -4.4% $7.55M 0.0% ▼ Trim 3 SEC ↗
33 Mariner, LLC 133.37K -4.4% $7.55M 0.0% ▼ Trim 3 SEC ↗
34 Jones Financial Companies Lllp 123.62K +12.0% $7.07M 0.0% ▲ Add 3 SEC ↗
35 Envestnet Asset Management Inc 123.26K +16.1% $6.98M 0.0% ▲ Add 3 SEC ↗
36 Citadel Advisors 107.00K 新增 $6.06M 0.0% New 1 SEC ↗
37 Commonwealth Equity Services, Llc 96.02K -6.5% $5.43M 0.0% ▼ Trim 3 SEC ↗
38 JPMorgan Chase 86.26K -51.9% $4.91M 0.0% ▼ Trim 4 SEC ↗
39 JPMorgan Chase 86.26K -51.9% $4.91M 0.0% ▼ Trim 4 SEC ↗
40 JPMorgan Chase 86.26K -51.9% $4.91M 0.0% ▼ Trim 4 SEC ↗
41 JPMorgan Chase 86.26K -51.9% $4.91M 0.0% ▼ Trim 4 SEC ↗
42 JPMorgan Chase 86.26K -51.9% $4.91M 0.0% ▼ Trim 4 SEC ↗
43 Mml Investors Services, Llc 73.85K -70.1% $4.18M 0.0% ▼ Trim 3 SEC ↗
44 Truist Financial Corp 67.45K +111.6% $3.82M 0.0% ▲ Add 3 SEC ↗
45 Truist Financial Corp 67.45K +111.6% $3.82M 0.0% ▲ Add 3 SEC ↗
46 BlackRock (被动) 54.78K +58.9% $3.10M 0.0% ▲ Add 5 SEC ↗
47 BlackRock (被动) 54.78K +58.9% $3.10M 0.0% ▲ Add 5 SEC ↗
48 D. E. Shaw & Co. 53.34K 新增 $3.02M 0.0% New 1 SEC ↗
49 Northwestern Mutual Wealth… 49.45K -60.7% $2.80M 0.0% ▼ Trim 3 SEC ↗
50 Tudor Investment Corp Et Al 48.86K -71.7% $2.77M 0.0% ▼ Trim 3 SEC ↗
51 Qube Research & Technologies Ltd 48.77K +719.8% $2.76M 0.0% ▲ Add 2 SEC ↗
52 Wealth Enhancement Advisory… 43.05K -13.5% $2.52M 0.0% ▼ Trim 3 SEC ↗
53 Stifel Financial Corp 40.42K -5.5% $2.29M 0.0% ▼ Trim 3 SEC ↗
54 Stifel Financial Corp 40.42K -5.5% $2.29M 0.0% ▼ Trim 3 SEC ↗
55 Quantinno Capital Management LP 35.08K -5.9% $1.99M 0.0% ▼ Trim 3 SEC ↗
56 Corient Private Wealth LP 34.64K -12.7% $1.96M 0.0% ▼ Trim 3 SEC ↗
57 Creative Planning 30.21K +1.6% $1.71M 0.0% ▲ Add 3 SEC ↗
58 Two Sigma Investments 29.90K 新增 $1.69M 0.0% New 1 SEC ↗
59 Captrust Financial Advisors 28.34K -19.0% $1.60M 0.0% ▼ Trim 3 SEC ↗
60 Point72 Asset Management 27.90K 新增 $1.58M 0.0% New 1 SEC ↗
61 Baird Financial Group, Inc. 26.66K -73.4% $1.51M 0.0% ▼ Trim 3 SEC ↗
62 Mercer Global Advisors Inc /Adv 24.02K -8.3% $1.36M 0.0% ▼ Trim 3 SEC ↗
63 Rockefeller Capital Management L.P. 18.13K +12.7% $1.03M 0.0% ▲ Add 3 SEC ↗
64 Cerity Partners LLC 16.24K +5.2% $919,098 0.0% ▲ Add 3 SEC ↗
65 Cerity Partners LLC 16.24K +5.2% $919,098 0.0% ▲ Add 3 SEC ↗
66 Cerity Partners LLC 16.24K +5.2% $919,098 0.0% ▲ Add 3 SEC ↗
67 Susquehanna International Group, Llp 12.21K -76.5% $690,681 0.0% ▼ Trim 3 SEC ↗
68 Hrt Financial Lp 11.41K 新增 $645,000 0.0% New 1 SEC ↗
69 Pnc Financial Services Group, Inc. 8.15K +2.1% $461,210 0.0% ▲ Add 3 SEC ↗
70 Pnc Financial Services Group, Inc. 8.15K +2.1% $461,210 0.0% ▲ Add 3 SEC ↗
71 Pnc Financial Services Group, Inc. 8.15K +2.1% $461,210 0.0% ▲ Add 3 SEC ↗
72 Pnc Financial Services Group, Inc. 8.15K +2.1% $461,210 0.0% ▲ Add 3 SEC ↗
73 Fidelity (FMR) 7.77K -4.3% $439,948 0.0% ▼ Trim 5 SEC ↗
74 Bank Of Montreal /Can/ 7.50K -20.7% $424,708 0.0% ▼ Trim 3 SEC ↗
75 Bank Of Montreal /Can/ 7.50K -20.7% $424,708 0.0% ▼ Trim 3 SEC ↗
76 Bank Of Montreal /Can/ 7.50K -20.7% $424,708 0.0% ▼ Trim 3 SEC ↗
77 Bank Of Montreal /Can/ 7.50K -20.7% $424,708 0.0% ▼ Trim 3 SEC ↗
78 Jane Street Group, Llc 7.41K +23.1% $419,275 0.0% ▲ Add 2 SEC ↗
79 Northern Trust Corp 7.16K 新增 $405,241 0.0% New 1 SEC ↗
80 Northern Trust Corp 7.16K 新增 $405,241 0.0% New 1 SEC ↗
81 AQR Capital Management 6.63K +15.6% $375,342 0.0% ▲ Add 4 SEC ↗
82 AQR Capital Management 6.63K +15.6% $375,342 0.0% ▲ Add 4 SEC ↗
83 Focus Partners Wealth 4.48K -7.3% $253,568 0.0% ▼ Trim 2 SEC ↗
84 Fifth Third Bancorp 3.92K -34.4% $222,073 0.0% ▼ Trim 3 SEC ↗
85 Blair William & Co/Il 3.06K -14.0% $173,011 0.0% ▼ Trim 3 SEC ↗
86 Citigroup Inc 2.38K 新增 $134,911 0.0% New 1 SEC ↗
87 Bnp Paribas Financial Markets 1.91K -99.8% $108,087 0.0% ▼ Trim 3 SEC ↗
88 Us Bancorp \De\ 1.25K -14.1% $70,568 0.0% ▼ Trim 3 SEC ↗
89 UBS AM, a distinct business unit of… 831 -29.7% $47,026 0.0% ▼ Trim 2 SEC ↗
90 Franklin Resources Inc 515 新增 $29,144 0.0% New 1 SEC ↗
91 TD Waterhouse Canada Inc. 501 0.0% $28,241 0.0% Held 3 SEC ↗
92 Assetmark, Inc 364 +37.9% $20,599 0.0% ▲ Add 3 SEC ↗
93 National Bank Of Canada /Fi/ 210 0.0% $11,886 0.0% Held 3 SEC ↗
94 Russell Investments Group, Ltd. 84 -18.4% $4,754 0.0% ▼ Trim 3 SEC ↗
95 Aristotle Capital Management, LLC 4 新增 $244 0.0% New 1 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

Citadel Advisors $6.06M 0.0%
D. E. Shaw & Co. $3.02M 0.0%
Two Sigma Investments $1.69M 0.0%
Point72 Asset Management $1.58M 0.0%
Hrt Financial Lp $645,000 0.0%
Northern Trust Corp $405,241 0.0%
Northern Trust Corp $405,241 0.0%
Citigroup Inc $134,911 0.0%
Franklin Resources Inc $29,144 0.0%
Aristotle Capital Management… $244 0.0%

已清仓

Renaissance Technologies $4.77M 曾为 0.0%
Balyasny Asset Management L.P. $565,701 曾为 0.0%
Fisher Asset Management $309,229 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 332 持有人, 15.65M 股份, $996.08M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q2 2026 · 方法论 · 通过API获取此数据